Paradigm Strategies in Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $330K | Hold |
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|
2025
Q2 | $301K | Hold |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $262K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $279K | Sell |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $247K | Buy |
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